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Technology 30 September 2025 - 2 October 2025

Cloud Titans Unleash AI Alliances and Mega-Deals – July 23–24, 2025 Cloud News Roundup

Applied Digital Corporation (APLD) — The Small‐Cap Stock Chasing a Generative‑AI Gold Rush (Oct 2 2025)

Applied Digital shares jumped nearly 19% to $27.33 over two days ending Oct. 2, 2025, after announcing new capacity leases with CoreWeave and amid speculation of deals with a major cloud provider. The company finalized a 150-MW lease at its Polaris Forge 1 campus, raising total leased capacity to 400 MW and projected contracted revenue to $11 billion. APLD plans to report fiscal Q1 2026 results on Oct. 9.
Fair Isaac Corp’s 2025 Surge: How a Direct‑to‑Lender Move Disrupted Credit Bureaus and Re‑Energized FICO Stock

Fair Isaac Corp’s 2025 Surge: How a Direct‑to‑Lender Move Disrupted Credit Bureaus and Re‑Energized FICO Stock

FICO shares jumped about 10% in premarket trading on Oct. 2, 2025, after the company announced a Mortgage Direct License Program letting lenders access credit scores directly and cutting per-score fees. The stock closed at $1,512.71 on Oct. 1, down 24% year-to-date. FICO reported Q3 revenue of $536.4 million and non-GAAP EPS of $8.57 in July. Market cap stood at $36.4 billion.
2 October 2025
MicroStrategy (MSTR) on Oct. 2 2025: Why the Bitcoin Treasury King Keeps Making Headlines

MicroStrategy (MSTR) on Oct. 2 2025: Why the Bitcoin Treasury King Keeps Making Headlines

MicroStrategy, now branded as Strategy, closed at $338.41 on Oct. 1, 2025, and traded near $348.33 pre-market Oct. 2. The company held 640,031 bitcoins as of Sept. 29, with a $33.1 billion cost basis. Analysts rated the stock a strong buy in October with a $495.17 average price target. Strategy was excluded from the S&P 500 in September due to volatility and Bitcoin exposure.
Netflix Stock Skyrockets: Will Its Ambitious Deals and Plans Drive It Even Higher?

Netflix’s Bold Moves and Musk’s Backlash: Why Analysts Bet Big on the Streaming Giant’s Future

Woodward Diversified Capital raised its Netflix stake by 23.2% to 1,345 shares, while Panoramic Capital Partners and others also increased holdings; institutional ownership is about 81%. Netflix shares jumped 70% in a year, with Q2 2025 revenue up 16% to $11.08 billion and EPS at $7.19. The ad-supported tier now has over 40 million subscribers. Elon Musk's boycott call led to a 2.3% stock drop.
Tech Frenzy Oct 1–2, 2025: AI Hits $500B, Apple’s Vision Pivot, Space Milestones & More

Tech Frenzy Oct 1–2, 2025: AI Hits $500B, Apple’s Vision Pivot, Space Milestones & More

OpenAI’s valuation hit $500 billion after a major share sale, Reuters reports. Microsoft raised Xbox Game Pass to $29.99 per month and is shifting focus to AI. Qualcomm adopted ARM’s new v9 chip architecture, sending ARM shares up 5%. NASA’s NISAR satellite released its first radar images, while Blue Origin set mid-October for a Mars probe launch.
DoorDash’s DOT: The Little Robot That Could – Is Suburban Delivery About to Be Revolutionized?

DoorDash’s DOT: The Little Robot That Could – Is Suburban Delivery About to Be Revolutionized?

DoorDash has launched Dot, a 350-pound electric delivery robot now operating in Tempe and Mesa, Arizona. Dot uses cameras, radar, and LiDAR to navigate roads, bike lanes, and sidewalks, carrying up to 30 pounds at speeds up to 20 mph. DoorDash’s AI system matches orders to Dot, drones, or humans based on logistics. Experts have raised concerns about safety and the robot’s ability to handle real-world obstacles.
Elon Musk Smashes Records by Hitting $500 Billion Net Worth—How He Got There and What It Means

Elon Musk Smashes Records by Hitting $500 Billion Net Worth—How He Got There and What It Means

Elon Musk’s fortune topped $500 billion on Oct. 1, 2025, after Tesla shares jumped nearly 4%, making him the first person to reach that mark, according to Forbes. Tesla’s board proposed a $1 trillion, 10-year pay package for Musk and approved an interim $29 billion stock grant. SpaceX is projected to earn $15.5 billion in 2025 with 170 launches. Musk stepped down as head of the Trump administration’s “Department of Government Efficiency” in May.
Fluence Energy (FLNC) Skyrockets on Mega Battery Deal – Inside the Rally and What’s Next

Fluence Energy (FLNC) Skyrockets on AI Hype and Storage Deals – Can the Rally Last? /updated: 3:00 PM EDT/

FLNC surged 11% to $12.03 on Oct. 1, 2025, capping a two-week run that doubled its share price. Q3 revenue rose 24.7% to $602.7M with net income of $6.9M, but full-year guidance was cut due to project delays. The company secured major storage contracts in Poland and Ukraine and opened a 35 GWh battery plant in Vietnam. Analyst consensus remains Hold, with a $8.13 average price target.
Rick Perry’s $15B Data Center Dream Goes Public in AI Gold Rush

Rick Perry’s $15B Data Center Dream Goes Public in AI Gold Rush

Fermi America raised $682.5 million in its September 2025 IPO, valuing the AI infrastructure startup at up to $15 billion. Shares opened nearly 19% higher on Nasdaq, with a London listing following. The company plans a 5,000-acre AI campus near Amarillo, Texas, aiming to deliver up to 11 GW of power. Co-founded by Rick Perry, Fermi is pre-revenue and seeking federal loans and reactor approvals.
Peloton’s AI Revolution Sparks Stock Surge – What Investors Need to Know

Peloton’s AI Revolution Sparks Stock Surge – What Investors Need to Know

Peloton launched its Cross Training Series on Oct. 1, updating all major equipment with AI-powered “Peloton IQ” coaching and rotating touchscreens. The company raised All-Access membership fees to $50 per month and announced a 6% workforce cut targeting $100 million in savings. Shares rose about 12% over five days into the launch. Peloton reported a surprise Q4 profit and $607 million in revenue, beating estimates.
Microsoft’s Multi‑Agent AI Gambit: How MAI Stacks Up vs OpenAI and DeepMind

Microsoft Stock in 2025: Is $625 Next? The AI, Windows & Security Catalysts You Can’t Ignore

Microsoft began rolling out Windows 11 version 25H2 and launched a Security Store on Oct. 1. The company trades near $518 with a TTM P/E of 37.7 and reported FY25 revenue of $281.7 billion, up 15%. Management guided for ~$30 billion in quarterly capex to meet AI demand. The board raised the quarterly dividend 10% to $0.91, payable Dec. 11.
Tech News Tsunami (Sept 30–Oct 1, 2025): Amazon’s Alexa+, NASA Radar Images, AI Deals and More

Tech News Tsunami (Sept 30–Oct 1, 2025): Amazon’s Alexa+, NASA Radar Images, AI Deals and More

Amazon launched Alexa+, a new AI assistant, with updated Echo devices and cameras. PsiQuantum began building a $1 billion quantum computer plant in Chicago, backed by NVIDIA. The U.S. Energy Department is seeking bids to build AI data centers on federal sites. Major banks and SWIFT announced plans for a shared blockchain ledger to settle trades.
NVIDIA’s $4 Trillion AI Revolution: How the Chipmaker Overtook Apple and Microsoft

AI’s “iPhone Moment” Arrives — Nvidia CEO Jensen Huang Explains What It Means

Nvidia reported $46.7 billion in Q2 2025 revenue, with $41.1 billion from its Data Center segment, as demand for AI chips outpaces supply. CEO Jensen Huang called the rise of consumer AI its “iPhone moment.” Microsoft, Amazon, and Google are integrating Nvidia GPUs, while rivals like AMD and Intel trail in sales. Morgan Stanley says Nvidia’s 2025 Blackwell chip production is already sold out.
Vercel’s AI Breakthrough: $300M Raise Propels Developer Platform to $9.3B Valuation

Vercel’s AI Breakthrough: $300M Raise Propels Developer Platform to $9.3B Valuation

Vercel raised $300 million in Series F funding, pushing its valuation to $9.3 billion. The round was co-led by Accel and Singapore’s GIC, with new investors including BlackRock and Khosla Ventures. A $300 million secondary tender for employees and early backers will close next month. Vercel’s user base doubled and revenue rose 82% year-on-year.
Inside Salesforce’s Generative AI Revolution: How Marketing GPT and Einstein GPT Are Reshaping CRM

Salesforce (CRM) Stock News: Shares Slide 3% on Weak Guidance, AI Ambitions Tested

Salesforce (CRM) closed at $237.41 on Sept 30, down 3.1% after a week of volatile trading and continued pressure from weak Q3 revenue guidance. Shares remain below early September highs after a sharp drop following the forecast. The company faces lawsuits over recent cyber-attacks on customer platforms. Analysts’ price targets range widely, with most citing AI growth potential but warning of near-term integration risks.
Battle of the Mid-Range 5G Titans: Honor X9b Faces Samsung, Xiaomi, OnePlus & More in 2025

Battle of the Mid-Range 5G Titans: Honor X9b Faces Samsung, Xiaomi, OnePlus & More in 2025

Honor’s X9b 5G features a 5,800 mAh battery and drop-resistant build, while the X9d 5G variant offers an industry-leading 8,300 mAh cell and 6,000 nits peak brightness. Both run Snapdragon 6-series chips and ship with MagicOS based on Android 13 or 15. The X9b sports a 108 MP camera; the X9d promises three years of Android updates, behind Samsung’s six for the Galaxy A56.
Crown Electrokinetics (CRWV/CRKN) Surges Amid Takeover Buzz – Key Facts & Analysis (Sept 30, 2025)

Crown Electrokinetics (CRWV/CRKN) Surges Amid Takeover Buzz – Key Facts & Analysis (Sept 30, 2025)

Crown agreed on June 9, 2025, to be acquired by Crown EK Acquisition LLC for $3.15 per share in cash; a special committee approved the deal as fair. The company’s board voted July 23 to voluntarily delist from Nasdaq after trading was suspended in March, and shares now trade OTC under CRKN. Q1 2025 revenue rose to $2.8 million, but net loss widened to $9.7 million. Board and auditor changes followed as Crown prepares to go private.
Meet Opera Neon: The $19.99/Month AI Browser That Does Your Browsing For You

Meet Opera Neon: The $19.99/Month AI Browser That Does Your Browsing For You

Opera launched Neon, an AI-powered web browser, on Sept. 30, 2025, offering early access by invite at $19.99 per month. Neon features built-in AI agents that can perform tasks like filling forms and ordering groceries, plus a Make tool for building websites and games. All AI processing runs locally on users’ devices, with data stored in Europe. Opera is positioning Neon as a premium product for power users amid rising competition from other AI browsers.
30 September 2025
Nasdaq Rally Amid Tech Frenzy: Markets Brush Off Shutdown Fears in Late September 2025

Nasdaq Rally Amid Tech Frenzy: Markets Brush Off Shutdown Fears in Late September 2025

The Nasdaq Composite rose 0.48% to 22,591.15 on Sept. 29, 2025, with tech stocks leading gains; S&P 500 closed near record highs. Gold hit an all-time high near $3,840/oz and 10-year Treasury yields fell to 4.14% on rate-cut bets. Oil dropped almost 4% as OPEC signaled higher supply. Apple and Nvidia outperformed, while Intel slipped and Electronic Arts surged on a $55 billion buyout deal.
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Stock Market Today

  • Morgan Stanley Shares Near Year High Amid SpaceX IPO Buzz
    June 13, 2026, 4:58 PM EDT. Morgan Stanley shares rose 0.65% to close at $214.04, nearing a 52-week high of $219.16 driven by renewed sector interest and the SpaceX IPO, which raised $75 billion. Acting as a stabilization agent for the IPO, Morgan Stanley's involvement highlights potential investment banking revenue growth. The bank reported a strong Q1 with $20.6 billion in net revenue and a 27.1% return on tangible common equity. JPMorgan lifted the stock's price target but maintained a Neutral rating, reflecting cautious optimism. Investors await the Federal Reserve's bank stress-test results on June 24 and Morgan Stanley's Q2 earnings on July 15, as the shares trade with a P/E ratio of 19.39 and a market cap around $337.6 billion.

Latest articles

Morgan Stanley Stock Approaches Year High Amid SpaceX IPO Talk

Morgan Stanley Stock Approaches Year High Amid SpaceX IPO Talk

13 June 2026
Morgan Stanley closed at $214.04, just below its 52-week high, after serving as lead banker and stabilization agent for SpaceX’s record $75 billion IPO, signaling a potential rebound in investment-banking revenue; however, JPMorgan’s raised price target of $187 remains below the current share price, highlighting valuation concerns ahead of the June 24 Fed stress test and July 15 earnings.
Nu Holdings Stock Steady After Nubank Liquidation Hoax; Buyback Still in Focus

Nu Holdings Stock Steady After Nubank Liquidation Hoax; Buyback Still in Focus

13 June 2026
Nu Holdings shares closed up 0.83% at $12.19 after Nubank confirmed a false liquidation message to customers was an operational error with no impact on operations or data; investors are watching a $1 billion buyback, recent analyst downgrades, and the August 18 earnings report as confidence and execution risks remain in focus.
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